Did $GFS give the first direct confirmation about $SIVE...
As the laser supplier for their CPO / photonics ecosystem?
This is explicit laser architectural inclusion vs. previous supply chain mapping with Ayar/Celestial.
You get a hint of the other major players here:
- $FN / $ASX for assembly
- $LITE / $SIVE for lasers
- $ATEYY / $KEYS for testing.
There's no text-based news yet, since this was the $GFS March 2026 webinar image-based presentation.
But having a <$1B company on the tiny list of laser providers next to $LITE...
Quite special right?
